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Kevin Bernard Mcgann

MEG GREEN & ASSOCIATES, INC.·PLANTATION, Florida
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8151 PETERS ROAD, PLANTATION, FL 33324CRD# 1937310Firm CRD# 284866
01

About

Kevin Bernard Mcgann is a registered financial advisor based in PLANTATION, Florida, affiliated with MEG GREEN & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MEG GREEN & ASSOCIATES, INC.
MG&A WEALTH
AUM
$719M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at MEG GREEN & ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SUB-ADVISORY FEES
Regulatory
SEC/IARD CRD# 1937310
Firm CRD# 284866
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Bernard Mcgann offer?
Kevin Bernard Mcgann specializes in Financial Planning, Investment Management. Contact their office in PLANTATION, Florida for a consultation.
What are Kevin Bernard Mcgann's credentials?
Kevin Bernard Mcgann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Bernard Mcgann located?
Kevin Bernard Mcgann is based in PLANTATION, Florida, working with MEG GREEN & ASSOCIATES, INC.. Their office serves clients in the PLANTATION metropolitan area and surrounding communities.
How does Kevin Bernard Mcgann charge for services?
Kevin Bernard Mcgann's firm is compensated through percentage of aum, hourly charges, subscription fees, other: sub-advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MEG GREEN & ASSOCIATES, INC.?
MEG GREEN & ASSOCIATES, INC. has approximately 12 employees and manages $719M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PLANTATION
Allen Page Giese — NORTHSTAR FINANCIAL PLANNERS, INC.Steve Lee Tepper — NORTHSTAR FINANCIAL PLANNERS, INC.Todd Michael Battaglia — MEG GREEN & ASSOCIATES, INC.Mallory Curian Mangrum — MEG GREEN & ASSOCIATES, INC.James Sean O'halloran — MEG GREEN & ASSOCIATES, INC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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